Raymond James names Bella Loykhter Allaire as the firm's executive vice president of technology and operations. Most recently, Allaire developed and executed strategic plans to transform the UBS Wealth Management Americas technology function and platform, serving as the firm's managing director and chief information officer. Prior to her joining UBS, she was a technology strategy consultant to Morgan Stanley and previously served as CEO of Wealthigen. Allaire began her career at Prudential Securities working in a variety of capacities before ultimately being promoted to executive vice president and chief information officer. During her tenure as CIO, she was credited for leadership in establishing the firm's technology platform as a model for best practices supporting financial advisors and their clients.
Raymond James, a diversified holding company, with approximately $282 billion total client assets, provides financial services to individuals, corporations and municipalities. Raymond James has more than 5,300 financial advisors serving 1.9 million accounts in 2,400 locations throughout the United States, Canada and overseas.